WISDOMTREE TR

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SHAG·97717Y808·US·ETF·Unknown - Unknown

SHAG (WISDOMTREE TR) is held by 15 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($6.1M), Private Advisor Group, LLC ($4.1M), LPL Financial LLC ($3.9M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	127,809(+30.3%)	$6.1M	0.0%	+2.00%	34
Private Advisor Group, LLC	Increased	85,593(+10.6%)	$4.1M	0.0%	+4.95%	30
LPL Financial LLC	Decreased	81,500(-30.6%)	$3.9M	0.0%	+8.50%	0
CITADEL ADVISORS LLC	Decreased	40,762(-35.5%)	$1.9M	0.0%	+2.60%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	36,129(-25.3%)	$1.7M	0.0%	+0.04%	0
JANE STREET GROUP, LLC	Decreased	30,603(-33.4%)	$1.5M	0.0%	+4.22%	0
OSAIC HOLDINGS, INC.	Increased	22,310(+406.2%)	$1.1M	0.0%	-0.80%	41
Kestra Advisory Services, LLC	Decreased	20,153(-0.2%)	$958,884	0.0%	+12.01%	0
Bank of New York Mellon Corp	Increased	7,337(+3.1%)	$349,096	0.0%	+11.20%	24
MORGAN STANLEY	Decreased	7,067(-5.8%)	$336,248	0.0%	+6.59%	0
ROYAL BANK OF CANADA	Increased	3,463(+92.7%)	$165,000	0.0%	+0.47%	24
JPMORGAN CHASE & CO	Decreased	991(-13.9%)	$47,068	0.0%	+4.80%	0
FRANKLIN RESOURCES INC	Unchanged	800	$38,064	0.0%	+4.42%	0
UBS Group AG	Increased	145(+29.5%)	$6,899	0.0%	+0.49%	14
WELLS FARGO & COMPANY/MN	Unchanged	1	$32	0.0%	+9.51%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer